Topic

Investment Process

Latest viewpoints

Investment decisions combine asynchronous and live discussion

Bek says Sequoia is experimenting with combining asynchronous written feedback with investment committee discussions to capture both slower independent thinking and faster group debate.

Julien Bek Investment Process Source at 27:34

Strong internal disagreement is a feature of investing

Bek views forceful internal disagreement as useful information for the investment sponsor and argues that investors need enough courage to take meaningful risks.

Julien Bek Investment Process Source at 32:38

Consensus investments still require deliberate counterarguments

Bek says unusually strong consensus can itself be dangerous, so Sequoia may assign a devil's advocate and develop a premortem before making the investment.

Julien Bek Investment Process Source at 33:33

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